JNJ · Healthcare
JOHNSON & JOHNSON
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window
News · 2026-11-08
- Icotyde Psoriatic Arthritis ProgressImportance 34 · Surprise 42Johnson & Johnson recently announced promising Phase 3 trial results for ICOTYDE, an oral drug for psoriatic arthritis. The report describes it as a potential first-in-class, once-daily oral treatment that could…
- Nipocalimab Sjögren’s Disease ProgramImportance 23 · Surprise 24Johnson & Johnson reported Phase 2 DAHLIAS patient-experience findings for nipocalimab in Sjögren’s disease, identifying mouth dryness as the symptom patients most valued improving. The findings complement earlier…
- Prostate Cancer Immunotherapy ProgressImportance 17 · Surprise 24Johnson & Johnson reported Phase 1 results for a dual-antigen bispecific regimen combining pasritamig and JNJ-9401, which targets the prostate cancer proteins KLK2 and PSMA to activate T cells. In the 15-patient study,…
News · 2026-11-07
- Icotyde Psoriatic Arthritis ProgressImportance 30 · Surprise 42Johnson & Johnson reported positive Phase 3 results for ICOTYDE (icotrokinra) in biologic-naive adults with active psoriatic arthritis. At Week 16, 58% of treated patients achieved an ACR20 response versus 41% on…
- Nipocalimab Sjögren’s Disease ProgramImportance 17 · Surprise 24Johnson & Johnson reported Phase 2 DAHLIAS study findings on patient-valued symptoms in Sjögren's disease, identifying mouth dryness as the symptom patients most want improved. The findings complement prior Phase 2…
News · 2026-11-06
- Segment Revenue PerformanceImportance 44 · Surprise 24Johnson & Johnson’s Innovative Medicine division contributed approximately 66% of total company revenue in the third quarter of 2026. The segment was described as the key driver of overall growth and delivered stronger…
- RYBREVANT Head And Neck ExpansionImportance 41 · Surprise 60The FDA granted accelerated approval for Johnson & Johnson’s subcutaneous RYBREVANT FASPRO (amivantamab and hyaluronidase-lpuj) as a single agent for adults with recurrent or metastatic head and neck squamous cell…
News · 2026-11-05
- DARZALEX Demand TrendsImportance 48 · Surprise 40Johnson & Johnson’s global net sales of Darzalex rose 19% to $12.41 billion in the first nine months of 2026. Higher Darzalex royalties contributed to Genmab’s 22% year-over-year revenue growth for the period. The…
- RYBREVANT Head And Neck ExpansionImportance 47 · Surprise 60The U.S. Food and Drug Administration granted accelerated approval to Johnson & Johnson’s Rybrevant Faspro for advanced head and neck squamous cell carcinoma. The approval covers patients whose disease progressed after…
News · 2026-11-04
- Orthopedics SeparationImportance 50 · Surprise 42Smith+Nephew confirmed that discussions with Johnson & Johnson’s DePuy Synthes unit about combining their orthopedics businesses had ended. The talks reportedly concerned a transaction that could have valued J&J’s unit…
- Impella Clinical OutcomesImportance 20 · Surprise 24Johnson & Johnson released new real-world data for its Impella heart pump showing reduced mortality rates in high-risk coronary procedures. The reporting says the data supports the ongoing PROTECT IV trial and…
News · 2026-11-02
- Revenue Performance and MixImportance 51 · Surprise 60Johnson & Johnson’s third-quarter 2026 sales fell slightly short of analyst estimates, although earnings beat forecasts. The company raised its 2026 sales expectations, citing strong operational performance so far this…
- Guidance / OutlookImportance 51 · Surprise 60Johnson & Johnson raised its 2026 sales expectations, according to the third-party report. The report attributes the revision to strong operational performance so far in 2026. It does not provide the updated sales…
- Oncology Pipeline ProgressImportance 34 · Surprise 42At the 2026 ESMO Congress, Johnson & Johnson presented positive oncology data, including OrigAMI 4 results for subcutaneous amivantamab in head and neck cancer. The report says the treatment showed high overall…
- Electrophysiology Product RoadmapImportance 34 · Surprise 42J&J MedTech’s electrophysiology leader discussed the launch of the Varipulse Pro pulsed field ablation system for arrhythmia care. The system offers faster ablation times and integrates with the Carto 3 System. The…
- Impella Clinical OutcomesImportance 20 · Surprise 24Johnson & Johnson presented analyses at the Transcatheter Cardiovascular Therapeutics 2026 symposium on Impella-supported high-risk percutaneous coronary intervention (HRPCI). The observational analyses included 1,379…
News · 2026-11-01
- Impella Clinical OutcomesImportance 64 · Surprise 56Three analyses presented at TCT 2026 examined Impella-supported high-risk percutaneous coronary intervention (HRPCI) patients across U.S. and European hospitals. In the PROTECT III analysis of 578 patients, in-hospital…
- Shockwave Javelin Trial ResultsImportance 31 · Surprise 42Johnson & Johnson reported 30-day results from the FORWARD CAD study of its experimental Shockwave Javelin catheter for severely narrowed coronary arteries that are difficult to access with conventional devices. The…
News · 2026-10-30
- Stelara Biosimilar CompetitionImportance 44 · Surprise 24The report says Johnson & Johnson’s sales growth has accelerated over the past year despite competition for STELARA. Newer medicine TREMFYA has contributed to growth in the Innovative Medicine segment. The article also…
- Revenue Performance and MixImportance 43 · Surprise 32Johnson & Johnson reported 6.1% organic sales growth in Q3. Sales growth slowed for two consecutive quarters, according to Trefis. The report said newer medicines such as TREMFYA contributed to growth in Innovative…
- Product / Drug Pipeline ProgressImportance 34 · Surprise 42Johnson & Johnson’s investigational oral therapy JNJ-6143 showed a 75% overall response rate in a phase 1 study of heavily pretreated patients with metastatic castration-resistant prostate cancer (mCRPC). The…
- Segment Revenue PerformanceImportance 26 · Surprise 24MedTech accounts for approximately 34% of Johnson & Johnson’s total revenue. In Q3, MedTech performance fell below internal expectations, with international markets—particularly Cardiovascular and Surgery—and continued…
- MedTech Market WeaknessImportance 26 · Surprise 24Johnson & Johnson’s MedTech performance fell below internal expectations in the third quarter. The reported weakness was driven mainly by challenges in international markets, particularly in Cardiovascular and Surgery,…
News · 2026-10-22
- Licensing / Collaboration DealsImportance 31 · Surprise 42Johnson & Johnson was selected as a Strategic Enterprise by Hong Kong’s Office for Attracting Strategic Enterprises on October 22, 2026. The OASES collaboration is intended to strengthen clinical research and develop…
- Hong Kong Strategic CollaborationImportance 31 · Surprise 42Johnson & Johnson was selected as a Strategic Enterprise by Hong Kong SAR’s Office for Attracting Strategic Enterprises on October 22, 2026. The collaboration is intended to strengthen clinical research, develop…
- Electrophysiology Product RoadmapImportance 23 · Surprise 24Johnson & Johnson reported VARIPURE study data for the VARIPULSE Pro Platform in European patients undergoing atrial-fibrillation ablation. The platform achieved 100% acute procedural success, a 0.4% primary…
- Competition and Market PositionImportance 23 · Surprise 24Johnson & Johnson presented real-world and clinical data for its VARIPULSE Pro and investigational OMNYPULSE pulsed-field ablation platforms at the APHRS 2026 meeting in Busan, South Korea. VARIPULSE Pro achieved 100%…
News · 2026-10-21
- Quarterly Earnings PerformanceImportance 59 · Surprise 82Third-quarter sales increased 5.9% year over year to $25.4 billion. Adjusted EPS declined 7.5% to $2.59, while reported EPS fell to $0.09 from $2.12. The reported-EPS decline reflected a one-time charge related to a…
- Talc Litigation SettlementImportance 59 · Surprise 82Johnson & Johnson’s reported earnings were reduced by a one-time charge related to a proposed talc litigation settlement. Third-party reporting also identified the talc resolution charge as the primary cause of a 96%…
- Guidance and OutlookImportance 57 · Surprise 60Johnson & Johnson raised its 2026 full-year forecast earlier in October 2026. The company now expects approximately $101.2 billion of full-year sales at the midpoint, modestly above its July 2026 outlook. Adjusted…
- Product Growth and CompetitionImportance 24 · Surprise 24Johnson & Johnson’s prescription-drug portfolio is described as strong enough to support overall performance, particularly in cancer and immune-disease treatments. The company’s medical-device businesses serve heart,…
- Oncology Pipeline ProgressImportance 24 · Surprise 24Johnson & Johnson is identified as a leading participant in the multiple-myeloma treatment pipeline. TECVAYLI is being evaluated in combination with DARZALEX FASPRO, with development moving toward earlier lines of…
- Quarterly Dividend DeclarationImportance 20 · Surprise 24Johnson & Johnson increased its dividend, extending its annual dividend-increase streak to 64 consecutive years. Third-party reporting described the dividend as supported by a 48% payout ratio and strong free cash…
News · 2026-10-20
- Guidance and OutlookImportance 47 · Surprise 60Johnson & Johnson modestly raised its full-year 2026 revenue and earnings guidance following its third-quarter results announced on October 13, 2026. Management cited ongoing geopolitical headwinds, including the…
- Shockwave C2 Aero LaunchImportance 34 · Surprise 42Johnson & Johnson launched the Shockwave C2 Aero Fly Coronary IVL Catheter in the United States for calcified coronary lesions. The device delivers pulses at 2 Hz, twice the speed of its predecessor, and is designed to…
- PFAS Product Liability LawsuitImportance 34 · Surprise 42Hundreds of Los Angeles County residents filed a lawsuit against Johnson & Johnson, Essity, Edgewell, and retailer Gelson’s Markets. The complaint alleges that Carefree pantyliners containing PFOA violated California’s…
- Revenue Performance and MixImportance 32 · Surprise 24Johnson & Johnson reported a third-quarter 2026 earnings beat on both revenue and earnings, but its MedTech segment fell short of market expectations. Management cited geopolitical headwinds from the Middle East…
- Surgical Intelligence StrategyImportance 31 · Surprise 42Johnson & Johnson plans to showcase its MONARCH robotics platform and Polyphonic digital ecosystem at the Abu Dhabi Future Health Summit in October 2026. The company is expanding its collaboration with the Department…
News · 2026-10-19
- TREMFYA Crohn’s Disease ProgressImportance 49 · Surprise 66Johnson & Johnson reported 48-week Phase 3 FUZION results for TREMFYA (guselkumab) in adults with Crohn’s disease and active perianal fistulas. Combined fistula remission was maintained or improved across both…
- TALVEY Label ExpansionImportance 34 · Surprise 42European regulators recommended expanding TALVEY’s use in relapsed or refractory multiple myeloma. The recommendation would add another oncology indication to Johnson & Johnson’s product portfolio if formally approved.…
- TALVEY Regulatory Approval MilestonesImportance 34 · Surprise 42European regulators recommended expanding TALVEY’s use in relapsed or refractory multiple myeloma. The recommendation would broaden the European indication for Johnson & Johnson’s oncology asset, subject to the…
News · 2026-10-16
- Regulatory Approval MilestonesImportance 30 · Surprise 42An expert panel of the European Union drug regulator recommended six new medicines and five label expansions in October 2026. Johnson & Johnson was identified as one of the companies receiving a regulatory…
News · 2026-10-15
- Strategic Investment PortfolioImportance 34 · Surprise 42Johnson & Johnson Innovation - JJDC, Inc. and Johnson & Johnson reported beneficial ownership of 1,475,302 TRex Bio shares. The holding represented 5.3% of TRex Bio’s common stock after its October 13, 2026 IPO. The…
- Quarterly Earnings PerformanceImportance 6 · Surprise 6Johnson & Johnson was described as performing well in Q3 2026 earnings despite weakness in its MedTech unit. The report did not provide Johnson & Johnson revenue, margin, earnings, or percentage-change figures. The…
News · 2026-10-14
- Innovative Medicine GrowthImportance 55 · Surprise 32Innovative Medicine grew 7.7% in the third quarter of 2026, materially outpacing MedTech’s 2.5% growth. Johnson & Johnson attributed the stronger pharmaceutical performance to accelerating launches and an expanding…
- Guidance / OutlookImportance 51 · Surprise 60Johnson & Johnson raised its full-year 2026 guidance after stronger-than-expected growth in Innovative Medicine. Management said it expects acquisition-related earnings in 2027 and is targeting a path toward…
- MedTech Market WeaknessImportance 49 · Surprise 32Johnson & Johnson’s MedTech sales increased 2.5% to $8.64 billion in the third quarter of 2026, below internal expectations. Weakness was concentrated in international markets and at Abiomed, indicating softer…
- Revenue Performance and MixImportance 42 · Surprise 14Johnson & Johnson reported third-quarter 2026 revenue of $25.40 billion, slightly below the $25.44 billion consensus estimate, while adjusted EPS of $2.59 exceeded the $2.53 estimate. Innovative Medicine sales…
- Robotic Surgery CompetitionImportance 31 · Surprise 42Johnson & Johnson’s OTTAVA robotic system is emerging as a new competitor to Intuitive Surgical’s robotic-surgery platform. Third-party analysis identified potential margin pressure from the additional competition,…
Earnings call · 2026-10-13
- Immunology Competition PressureImportance 43 · Surprise 32STELARA declined 5.4% as biosimilar competition continued and patients shifted toward novel immunology classes. The pressure contrasts with Tremfya’s 68.2% growth, driven by IBD launch momentum and share gains in…
- FX / Currency ImpactImportance 41 · Surprise 32Management’s 2026 reported-sales outlook assumes a euro spot rate of $1.12 and an average fiscal-year rate of $1.15 to the U.S. dollar. Based on the average rate, reported sales growth is expected at 7.2%–7.6%, with a…
- Middle East MedTech DemandImportance 40 · Surprise 42Johnson & Johnson said Middle East-related disruption has broadened beyond a few markets and is affecting ordering patterns, tender timing, and spending decisions across a wider group of countries. Governments and…
- Electrophysiology Product RoadmapImportance 39 · Surprise 50Electrophysiology grew 4.4%, supported by procedure expansion, commercial execution and new products, but competitive pulsed-field ablation pressure was more pronounced in Asia-Pacific. VARIPULSE Pro, which provides…
- Liquidity and Cash PositionImportance 37 · Surprise 6Johnson & Johnson ended Q3 2026 with approximately $17 billion of cash and marketable securities. Debt was approximately $45 billion, producing net debt of approximately $28 billion. The company generated more than $6…
- Income Tax Rate ChangesImportance 36 · Surprise 24The third-quarter tax rate was a small net benefit because the accrual for the proposed talc litigation resolution generated a positive tax effect. Management tightened full-year 2026 effective tax rate guidance to…
- Supply Chain Tariff ImpactImportance 31 · Surprise 32Tariff recoveries in MedTech partially offset increased costs and contributed to a 150-basis-point deleveraging in consolidated cost of goods sold. MedTech adjusted margin increased from 21.0% to 22.9%, with tariff…
- Strategic InitiativesImportance 31 · Surprise 42Management is concentrating strategic investment on oncology, immunology, neuroscience, cardiovascular, surgery, and vision to support durable growth and a path to double-digit growth by the end of the decade. In…
- Milvexian Market OpportunityImportance 31 · Surprise 42Johnson & Johnson remains confident in milvexian’s ongoing secondary-stroke and atrial-fibrillation studies, citing its higher factor XI inhibition potency and safety margin for dose optimization. Management expects…
- CARVYKTI Earlier-Line AdoptionImportance 26 · Surprise 24Johnson & Johnson said CARVYKTI is available in more than 20 markets and is gaining share in earlier-line multiple-myeloma settings. Approximately 50% of U.S. CARVYKTI utilization is in lines two and three, supported…
- Vision Product AdoptionImportance 25 · Surprise 32Vision grew 5.1%, supported by premium innovation, commercial execution and global reach. Surgical vision grew 7.1% on new products and robust demand for premium intraocular lenses, while contact lenses grew 4.3% on…